Jeannette Byrd is a registered investment advisor, based in Winter Park, FL, with 20 years of industry experience.
Location
180 Park Avenue North, Suite 2A, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeannette is involved in several businesses, including Bryant Consulting Investment Management LLC, CSSC Investment Advisory Services, Inc., Byrd & Associates, LLC (a CPA and wealth management firm where she spends nearly full-time), Park Wealth Partners, LLC, and various Richbyrd entities related to real estate and investments. She also manages bill paying services for a few clients of her CPA firm.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Cssc Brokerage Services, INC.Broker
Trustee Empowerment & Protection, INC.
Mutual Service CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.